Sales news & resources

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Microsoft Forms Pro reaches general availability, signaling wind down of Dynamics 365 Voice of the Customer

by MSDW Reporter

D365 Customer Engagement app customers to get a base entitltement of survey responses per month. 

BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Forms Pro Marketing

Microsoft Dynamics Partner Roundup: Housing win; AI for CRM; Voice capture; New quoting tool

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Artificial Intelligence (AI) Azure Customer Engagement Dynamics 365 Real Estate Sales Sales & Marketing Sales Quoting
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With PowerApps Portals, Microsoft to make portal creation easier with Common Data Service

by Jason Gumpert

Dynamics 365 portals will be brought along; Licensing details expected in July.

Business Apps Summit 2019 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Field Service Marketing Portals Power Apps Power Platform

Microsoft Dynamics Partner Roundup: Mobile toolkit; Partnership; Integrations; New GM

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Commerce Customer Engagement Demand Planning Dynamics 365 Finance and Operations Insurance Integration Power Apps Power Automate Power Platform Sales
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Beyond the Data, Part 3: Turning Family Trees into Fortune

by Heidi Tucker

Four ways to leverage corporate linkages to generate more revenue.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales Sales & Marketing
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Microsoft announces 2019 Partner of the Year awards, with added business apps categories

by MSDW Reporter

Nearly 3,000 nominations yield new awardees – and some stalwarts.

Business Central Customer Engagement Customer Service Dynamics 365 Field Service Power BI Power Platform Sales
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WorkSpan integrates channel management with Microsoft Dynamics 365 for Sales, announces Series B funding

by MSDW Reporter

D365 for Sales integration allows sharing of opportunities, visibility into partner engagement data

Customer Engagement Dynamics 365 Partner Strategy Sales Sales & Marketing Software
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Beyond the Data, Part 2: Turning Industry Insights into Icebreakers

by Heidi Tucker

Why industry knowledge is so important when meeting your prospects.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Data migration; Resource scheduling; Static marketing list; Email

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Marketing Planning & Scheduling Sales Sales & Marketing
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Build 2019: New accelerators bring Dynamics 365 and Power Platform ISVs to AppSource and Azure Marketplace

by MSDW Reporter

Microsoft announces new Industry Accelerators and opportunities for Dynamics 365 and Power Platform ISVs to co-sell at Build 2019

Automotive Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Services Healthcare Marketing

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How to Configure Views and Charts in Dynamics 365 CRM

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Dynamics GP “Would You Rather?” with Syvantis

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Project Management HEADSTART for Microsoft Dynamics 365 Sales

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A project management solution to help you manage your workforce effectively.
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Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
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How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
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The Smart Leader’s Guide to Microsoft Copilot

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Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
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Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

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Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing
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Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
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Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Dynamics 365 Marketing Marketing Automation Oil Sales Sales & Marketing

Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Forvis Mazars
Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.
Customer Engagement Dynamics 365 Oil Sales Sales & Marketing Sales Quoting Sales and Operations Planning
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Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
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DeDupeD – Detect, Prevent & Merge Duplicates in Dynamics 365 CRM

DeDupeD is an advanced duplicate data management solution for Microsoft Dynamics 365 CRM and Dataverse. It ensures your CRM...
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emfluence Marketing Platform

The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
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Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
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